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Data Centers & Digital Infrastructure

Data centers and digital infrastructure are the buildings, power, and cooling that computing actually runs in. Demand from artificial intelligence has turned a steady real estate and utilities business into a capacity race constrained by electricity and land.

78 stocks

Interconnect & Colocation Liquid Cooling Power for AI
# Name Holding Trade Value Theme
Stocks 		% of
Portfolio 		Status
251
HRES
Heitman Real Estate Securities
Illinois
$342M -$17.5M 4 24.59% Reduced
252
Pacer Advisors
Pacer Advisors
Pennsylvania
$340M -$48M 19 0.95% Reduced
253
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$336M +$57.7M 18 1.71% Increased
254
Bahl & Gaynor
Bahl & Gaynor
Ohio
$336M -$53.8M 5 1.69% Reduced
255
WCM Investment Management
WCM Investment Management
California
$335M +$151M 7 0.77% Increased
256
William Blair Investment Management
William Blair Investment Management
Illinois
$335M +$33.4M 7 1.11% Increased
257
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$334M +$89.3M 37 0.61% Increased
258
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$331M -$4.77M 2 12.65% Reduced
259
Marex Group
Marex Group
$330M -$61.5M 18 2.09% Reduced
260
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$330M +$296M 1 4.26% New
261
ACM
AEW Capital Management
Massachusetts
$321M -$22.4M 3 23.33% Reduced
262
Natixis
Natixis
France
$321M -$198M 18 1.15% Reduced
263
Epoch Investment Partners
Epoch Investment Partners
New York
$318M -$15.9M 4 1.92% Reduced
264
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$312M +$13.9M 7 1.07% Increased
265
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$309M +$8.73M 18 2.29% Increased
266
Cannell & Spears
Cannell & Spears
New York
$307M -$26.9M 8 6.02% Reduced
267
Fred Alger Management
Fred Alger Management
New York
$305M -$61.8M 18 1.34% Reduced
268
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$296M -$135M 3 2.98% Reduced
269
AGF Management
AGF Management
Ontario, Canada
$295M +$501K 9 1.32% Increased
270
MetLife Investment Management
MetLife Investment Management
New Jersey
$286M +$22M 31 1.46% Increased
271
IEQ Capital
IEQ Capital
California
$284M +$40M 18 1.32% Increased
272
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$281M +$43.6M 15 1.49% Increased
273
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$279M -$13.4M 7 7.49% Reduced
274
DnB Asset Management
DnB Asset Management
Norway
$278M +$46.9M 26 0.99% Increased
275
Commerce Bank
Commerce Bank
Missouri
$276M +$13.5M 16 1.34% Increased
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